Curated articles and podcasts from trusted financial experts and real retirees.
Showing 50 results of 15073
I will be retiring sept 2024. I’m looking at this Form and don’t know what year to enter as my tax year . Do I enter 2024 ? even though it won’t be reduced by that much since I&rsquo...
Dave Ramsey’s Baby Steps have become a widely recognized and followed framework for personal finance in America. They offer a structured, step-by-step guide aimed at helping individuals and fami...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
We Need changes now for Social Security. They have been kicking the can down the road to long. This is not "Charity". We need a New calculation for COLA. This next year 2025, You will be paying anothe...
The best parenting advice I ever got applies to all the thorniest issues we choose to address with our kids—sex, alcohol, drugs, rock ‘n’ roll, and yes, money....
Depopulation in rural areas is making antique houses called Kominka available at reasonable prices throughout Japan. American writer and food stylist Hannah Kirshner offers a great example of what it ...
A look at Kamala Harris' stances on Social Security and Medicare, including her history with the programs....
Kiplinger looks at Donald Trump's stances on Social Security and Medicare, including what he did as president....
Knowing what to expect when it comes to your taxes, investments, real estate, Social Security benefits and other money-related issues is critical....
Have you ever fantasized about moving to a new country? It doesn’t have to cost a fortune—if you choose the right place. We've got the cheapest countries to live....
Creating a retirement plan can be challenging when considering the possibility of a recession. [https://www.forbes.com/sites/stevevernon/2023/05/19/how-to-recession-proof-your-retirement/] However, no...
When I was young my mum had the radio on all day at home, as did my grandma. It was a childhood memory I never really thought about. I never paid it attention until my daughter came by and said why do...
Thank you to everyone who sent encouragement, advice and ideas after my last post. These are all things we can use at one time or another during our lives. Another is permission. I decided to take som...
I've signed up for a trending finance newsletter ... today's installment mentions that 65-yr-olds reach out for advice, but that they are too old to be helped by this particular expert. (I'm not givin...
As you get older, leaving a legacy may become increasingly important to you. It's rather comforting to know that a part of you will remain after you are gone. Your family and friends will never forget...
As we age, it’s normal to become more empathetic toward widows and widowers. We see friends go through the struggle of losing their spouse and deal with that difficult transition […] The ...
Consulting with a professional, especially when it comes to insurance and taxes, could save you a ton of time and hassle and money....
Discover the most affordable auto insurance options in Colorado for 2024. Explore rates for minimum and full coverage, tailored to different driver profiles and regions. Compare top insurers like Amer...
Since I purchased my house in October 2023, I’ve been feeling broke. I’m living paycheck to paycheck to cover my bills and fund venture capital calls. In fact, even after realizing I had m...
Steve Abramowitz from Humble Dollar delves into the unexpected performance of the JPMorgan Equity Premium Income fund (JEPI), a fund ... Read more...
I am coming up on a year of retirement at 62. We did all the planning ahead of time to make sure we had enough SS income and retirement savings. All good. Dental - If I could go back to my last year b...
I'm coming up on 3 months retired, and so far, so good! I'd like to look back, though, on the last 10 years. 10 years ago, in the fall of 2014, I had a plan. My wife and I were both 56 years old. Our ...
My husband (66) will be retiring next May. I (60) am already retired. We signed on with a financial advisor a few months ago and we are working to set things up optimally for us. Recently, our financi...
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For many folks, their home is their only investment or a majority of it - for many, they think about the equity that it gains as a form of retirement financing - be that selling it for a hefty profit,...
Episode 218 is the final episode in the April Bond series. We’ve walked through all the benefits and dangers of bonds over the past few weeks. In this episode, we talk about some gadgets that co...
Episode 452: US economy continues to grow…are you? Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ----------------------------------------------...
Hearts & Wallets latest research features a focus group’s reactions on lifetime income…...
Among the industries expected to see the most loss are healthcare, construction, and…...
401(k), 403(b), and IRA accounts have all experienced consistent growth throughout 2024,…...
And only 22% have talked about their Social Security concerns with an advisor, reports Allianz Life...
Becoming a retiree creates a number of life changes, including a number of insurance needs. In this episode we discuss some of the potential changes to health, long term care and life insurance needs ...
Schwab survey finds Americans think it takes $2.5M to feel “wealthy,” but net worth needed…...
A PNC Bank report highlights the diverse demands from different generations of workers...
The latest news from Alight, Prudential, and Corebridge Financial...
But courts block effort to curtail conflicts of interest. In October 2023, President Biden announced that the Department of Labor (DOL) would propose a new rule to protect people saving for retirement...
Use these three changes in Social Security to plan ahead for 2025....
It's likely that most of us will need some kind of long-term care as we age, so it'd be a good idea to start planning for those expenses now....
People are getting married later and kids move out later. For instance I am 62 and going to back to school night tomorrow for my youngest. I can’t downsize yet and I still got my wife and three ...
Stop worrying that you’ll be a burden on your children; instead, spend the time it takes to prepare solid plans that your kids can follow....
86% of seniors describe their financial situation as either "doing okay" or "living comfortably." Are they lying to themselves?...
To make the process of filing for Social Security benefits easier, it’s important to know what documents you need when applying. Here are the documents you need to collect....
A recent Bureau of Labor Statistics survey finds the median retirement savings of 55-year-olds is just 10% of the target financial experts advocate for....
Medical providers play a crucial role in your health and well-being, so expecting them to perform their duties with care ... Read more...
An interview with Carl Richards—one of the most influential voices in the financial planning world— where we discuss what the behavior gap is, why it is so persistent, and what we as inves...
In the ever-evolving landscape of data security, the recent and alarming cyber crisis has left millions of Americans reeling. This particular data breach included PII (personal identifiable informatio...
Last month, I missed a $25,000 capital call without even realizing it. The Managing Partner of the fund, a friend I've known since business school, texted me while he was on vacation. He wrote, &ldquo...
"Never in a million years did I think that I'd enjoy my retirement years doing..." I'll go first, jigsaw puzzles. I received a jigsaw puzzle as a gift this past Christmas, and it sat unopened for six ...
Binary options trading, a financial option in which the payoff is either a fixed monetary amount or nothing at all, has been the subject of intense debate in the financial world. The allure of making ...